New City, NY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New City, NY has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $29,784,939 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,784,939
- Total reported liabilities (EOY)
- $14,394
- Total reported net assets (EOY)
- $29,770,545
Contributions & income
- Employer contributions
- $46,221
- Participant contributions
- $1,489,073
- Total income / additions
- $5,239,076
Expenses & distributions
- Benefits paid / distributions
- $1,501,912
- Total expenses
- $1,758,443
- Net increase / (decrease)
- $3,480,633
Coverage
- Total reported participants
- 1,816
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New City, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Jawonio, Inc. 403(B)Thrift Plan | Jawonio, Inc. | $13,175,352 | 2023 |
| A & T Healthcare, L.L.C. Profit Sharing/ 401(K) Plan | A & T Healthcare, L.L.C. | $10,012,728 | 2023 |
| Friedwald Center 401(K) Plan | Friedwald Center 401(K) Plan | $2,773,681 | 2023 |
| Rockland & Orange Reporting - Profit Sharing Plan | Rockland & Orange Reporting | $958,641 | 2023 |
| Steven M. Sockin Md Pc Profit Sharing Plan | Steven M. Sockin Md Pc | $725,683 | 2023 |
| R & R Of Rockland Incorporated 401(K) Profit Sharing Plan | R & R Of Rockland Incorporated | $587,574 | 2023 |
| Moore Title Services, Inc Profit Sharing Plan | Moore Title Service, Inc | $533,622 | 2023 |
| Caringheart, Inc. 401(K) Profit Sharing Plan | Caringheart, Inc. | $371,857 | 2023 |
| Lucky Dog Ventures, Inc. 401k Plan | Lucky Dog Ventures, Inc. | $333,423 | 2023 |
| Tridan Corp. Employee Stock Ownership Trust | Tridan Corp., Mark Goodman, Pres. | $167,115 | 2023 |
| Nanuet Max Inc. Retirement Plan | Nanuet Max Inc. | $145,263 | 2023 |
| Jawonio, Inc. Employee Benefits Plan | Jawonio, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New City → · New City plans by participants → · New City plans with financial data → · New City plans with provider compensation → · $1B+ plans in New City →
Related Form 5500 pages
- All NY Form 5500 filings
- Jawonio, Inc. 403(B)Thrift Plan (plan 002)
- Jawonio, Inc. — all reported plans
- A & T Healthcare, L.L.C. Profit Sharing/ 401(K) Plan (plan 001)
- A & T Healthcare, L.L.C. — all reported plans
- Friedwald Center 401(K) Plan (plan 001)
- Friedwald Center 401(K) Plan — all reported plans
- Rockland & Orange Reporting - Profit Sharing Plan (plan 001)
- Rockland & Orange Reporting — all reported plans
- Steven M. Sockin Md Pc Profit Sharing Plan (plan 101)
- Steven M. Sockin Md Pc — all reported plans
- R & R Of Rockland Incorporated 401(K) Profit Sharing Plan (plan 001)
- R & R Of Rockland Incorporated — all reported plans
- Moore Title Services, Inc Profit Sharing Plan (plan 001)
- Moore Title Service, Inc — all reported plans
- Caringheart, Inc. 401(K) Profit Sharing Plan (plan 001)
- Caringheart, Inc. — all reported plans
- Lucky Dog Ventures, Inc. 401k Plan (plan 001)
- Lucky Dog Ventures, Inc. — all reported plans
- Tridan Corp. Employee Stock Ownership Trust (plan 003)
- Tridan Corp., Mark Goodman, Pres. — all reported plans
- Nanuet Max Inc. Retirement Plan (plan 001)
- Nanuet Max Inc. — all reported plans
- Jawonio, Inc. Employee Benefits Plan (plan 502)
- Methodology
- Data sources